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October 1, 2020
Keep this document nearby for the remainder of the year to help guide you and your producers to succeed when submitting business to Lincoln over the […]
December 4, 2019
Like all carriers, Symetra is required to transition our products to 2017 Commissioners Standard Ordinary (CSO) Tables by Jan. 1, 2020. To meet this regulatory deadline, […]
November 14, 2019
Thank you for your partnership and business in 2019. As we approach the end of the year, please keep in mind the following dates and guidelines […]
November 4, 2019
2019 Year-End Deadlines Our carrier partners are publishing their 2019 year-end deadlines. Below you will find a summary of requirements and key dates. Click on each […]
November 1, 2019
Securian Financial 2019 year end guidelines Thank you for your continued business this past year. As we approach the end of 2019, please keep in mind […]
October 16, 2019
2019 Year-End Procedures for PL Promise Products It’s time to prepare for 2019 year-end closing. As always, our goal is to make this a successful year-end […]
November 13, 2018
2018 Year-End Closing Dates We often receive questions regarding year-end closing or cut-off dates. We hope that you find the explanation below helpful. New Business ProcessingDecember […]